ARK Next Generation TechnoloARKWETF

13F holders, Q4 2024 (December 31)
214holders +18
28new positions
21sold out
1famous investor
$105.02avg. 13F price*

At the end of Q4 2024, 214 institutions reported holding ARK Next Generation Technolo (ARKW) in their 13F filings, up 18 from Q3 2024. 28 opened new positions and 21 sold out. The largest holders were Morgan Stanley ($88.6M), Bank of America Corp. ($27.3M) and LPL Financial LLC ($26.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
ARK Next Generation Technolo
Filed as
ARK ETF TR (Q4 2024)
CUSIP
00214Q401
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 220Q1 2024Q2 2024: 219Q2 2024Q3 2024: 196Q3 2024Q4 2024: 214Q4 2024Q1 2025: 204Q1 2025Q2 2025: 226Q2 2025Q3 2025: 246Q3 2025Q4 2025: 245Q4 2025Q1 2026: 226Q1 2026Q2 2026: 226Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions28$7.6M
Exits21$7.8M

All 13F filers, Q3 2024 → Q4 2024: 491,581 shares bought and 293,783 shares sold, net +197,798 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 214 holders

Morgan Stanley 0.01% Add +14.0% 820,417 $88.6M
Bank of America Corp. 0.00% Add +0.7% 253,192 $27.3M
LPL Financial LLC 0.01% Reduce -9.5% 247,618 $26.7M
Susquehanna International Group, LLP 0.02% Add +263.0% 153,612 $16.6M
Gradient Investments LLC 0.32% Add +22.3% 144,433 $15.6M
Northwestern Mutual Wealth Management Co. 0.01% Add +8.2% 137,102 $14.8M
Priebe Wealth Holdings LLC 9.89% Reduce -9.9% 135,074 $14.6M
Commonwealth Equity Services, LLC 0.02% Reduce -1.2% 132,203 $14.3M
Prudential PLC 0.06% Add +16.2% 109,650 $11.8M
Raymond James Financial Inc. 0.00% — 67,258 $7.3M
Relyea Zuckerberg Hanson LLC 0.86% Reduce -9.9% 59,564 $6.4M
Cetera Investment Advisers 0.01% Add +25.9% 57,194 $6.2M
Osaic Holdings, Inc. 0.01% Add +4.1% 53,919 $5.8M
Kestra Advisory Services, LLC 0.03% Reduce -10.1% 50,554 $5.5M
Marshall Wace, LLP 0.01% Add +173.7% 50,383 $5.4M
Cwm, LLC 0.02% Add +6.9% 44,098 $4.8M
Envestnet Asset Management Inc. 0.00% Reduce -11.1% 40,542 $4.4M
Crescent Grove Advisors, LLC 0.42% Reduce -6.1% 39,442 $4.3M
Qube Research & Technologies Ltd 0.01% Add +64.3% 34,662 $3.7M
Cambridge Investment Research Advisors, Inc. 0.01% Add +20.6% 33,727 $3.6M
Brookstone Capital Management 0.05% Reduce -16.7% 32,543 $3.5M
Aptus Capital Advisors, LLC 0.04% Reduce -6.9% 32,178 $3.5M
Financial Guidance Group, Inc. 1.87% Reduce -8.5% 31,629 $3.4M
Mutual Advisors, LLC 0.09% Reduce -14.7% 26,941 $3.1M
Private Advisor Group, LLC 0.02% Add +3.8% 28,177 $3.0M
Citadel Advisors 0.00% Reduce -63.7% 26,836 $2.9M
MML Investors Services, LLC 0.01% Reduce -19.3% 25,237 $2.7M
Geneos Wealth Management Inc. 0.09% No change 24,297 $2.6M
Jane Street Group, LLC 0.00% Reduce -1.1% 22,227 $2.4M
Wells Fargo & Company 0.00% Add +66933.3% 22,121 $2.4M
GTS Securities LLC 0.11% Reduce -24.1% 20,613 $2.2M
Mariner, LLC 0.00% Reduce -6.5% 19,910 $2.1M
JPMorgan Chase & Co. 0.00% Reduce -8.8% 19,692 $2.1M
Royal Bank of Canada 0.00% Add +0.9% 19,046 $2.1M
Smith Anglin Financial, LLC 0.19% Reduce -3.8% 18,649 $2.0M
Steward Partners Investment Advisory, LLC 0.02% Add +2.9% 18,259 $2.0M
Wealthfront Advisers LLC 0.01% Reduce -0.4% 18,029 $1.9M
UBS Group AG 0.00% Add +165.8% 17,952 $1.9M
Mattson Financial Services, LLC 0.61% Add +38.7% 22,617 $1.9M
Avantax Advisory Services, Inc. 0.01% Add +3.9% 16,686 $1.8M
NWF Advisory Services Inc. 0.26% Reduce -13.6% 16,626 $1.8M
Ameritas Advisory Services, LLC 0.06% Reduce -22.0% 16,430 $1.8M
Sterling Investment Counsel, LLC 1.16% Reduce -12.3% 16,255 $1.8M
Strong Tower Advisory Services 0.45% Add +1.0% 16,012 $1.7M
BNP Paribas Financial Markets 0.00% Add +8.1% 15,936 $1.7M
Wealth Management Partners, LLC 0.70% Add +52.2% 15,052 $1.6M
Cubist Systematic Strategies, LLC 0.02% Add +146.1% 13,789 $1.5M
HighTower Advisors, LLC 0.00% Add +0.7% 13,436 $1.5M
Purus Wealth Management, LLC 0.57% Reduce -59.9% 13,409 $1.4M
Copia Wealth Management 1.33% — 12,925 $1.4M
Marshall Investment Management, LLC 0.82% — 16,374 $1.4M
White Knight Strategic Wealth Advisors, LLC 0.56% Add +72.2% 12,428 $1.3M
Barclays PLC 0.00% New 12,000 $1.3M
Betterment LLC 0.00% Reduce -39.6% 11,141 $1.2M
Phoenix Wealth Advisors 0.51% Reduce -0.1% 10,939 $1.2M
One Capital Management, LLC 0.04% New 10,608 $1.1M
Atria Wealth Solutions, Inc. 0.01% Reduce -6.1% 9,744 $1.1M
Atria Investments, Inc 0.01% Reduce -13.0% 9,426 $1.0M
HRT Financial LP 0.00% New 8,726 $942K
Prosperity Wealth Management, Inc. 0.38% Add +60.4% 8,589 $927K
Mercer Global Advisors Inc. 0.00% Add +5.8% 8,217 $887K
Medallion Wealth Advisors, LLC 0.42% — 8,410 $848K
Stratos Wealth Partners, LTD. 0.01% Reduce -25.5% 7,438 $803K
Pacific Sun Financial Corp 0.43% Reduce -6.5% 7,323 $791K
Equitable Holdings, Inc. 0.01% Add +22.9% 7,265 $784K
Manske Wealth Management 0.29% — 6,776 $732K
StoneX Group Inc. 0.04% Reduce -6.4% 6,671 $720K
Allworth Financial LP 0.00% Reduce -0.5% 5,840 $687K
Summit Financial, LLC 0.02% Add +24.1% 6,285 $679K
Independent Financial Group, LLC 0.02% Reduce -26.4% 6,147 $664K
Centaurus Financial, Inc. 0.04% Add +273.2% 5,822 $629K
Intrua Financial, LLC 0.10% No change 5,500 $594K
Capital A Wealth Management, LLC 0.96% — 5,347 $577K
Truist Financial Corp. 0.00% Reduce -9.5% 5,167 $558K
EMC Capital Management 0.30% Add +1282.3% 4,935 $533K
17 Capital Partners, LLC 0.33% Add +10.2% 4,890 $528K
Scientech Research LLC 0.15% New 4,818 $520K
Kestra Private Wealth Services, LLC 0.01% Reduce -37.3% 4,540 $490K
International Assets Investment Management, LLC 0.04% New 4,348 $475K
Insight Advisors, LLC/ PA 0.08% Reduce -4.7% 4,138 $454K
Wealth Enhancement Advisory Services, LLC 0.00% Add +59.5% 4,177 $451K
Nwam LLC 0.03% No change 4,105 $443K
Clearstead Trust, LLC 0.09% No change 3,998 $432K
Western Wealth Management, LLC 0.02% Reduce -8.7% 3,902 $421K
Goldman Sachs Group Inc. 0.00% No change 3,897 $421K
Pathstone Holdings, LLC 0.00% Reduce -12.5% 3,717 $401K
Provenance Wealth Advisors, LLC 0.05% No change 3,718 $401K
Per Stirling Capital Management, LLC. 0.06% New 3,671 $396K
Clear Harbor Asset Management, LLC 0.03% Add +2.2% 3,667 $396K
Exencial Wealth Advisors, LLC 0.01% Reduce -19.0% 3,657 $395K
Nations Financial Group Inc, /Ia/ 0.03% Add +13.9% 3,248 $351K
EWG Elevate Inc. 0.10% New 3,098 $335K
PFG Investments, LLC 0.02% Add +12.2% 3,066 $331K
Lam Group, Inc. 0.23% Add +835.4% 3,040 $328K
Stephens Inc. 0.00% Reduce -30.5% 3,000 $324K
Janney Montgomery Scott LLC 0.00% Add +0.5% 2,845 $307K
Quadcap Wealth Management, LLC 0.04% Reduce -0.0% 2,803 $303K
Advisory Services Network, LLC 0.01% Reduce -30.5% 2,761 $298K
B. Riley Wealth Advisors, Inc. 0.01% Add +9.5% 2,660 $287K
Belpointe Asset Management LLC 0.02% No change 3,586 $284K

"% of holder's portfolio" is ARKW's weight in each manager's 13F, not the share of ARK Next Generation Technolo the manager owns.

Show all 214 holders